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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,331 | $70,366+383.7% | $66,674+410.4% | $138,895+145.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.82% | 386.41%-370.6pp | 321.24%-305.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $6,000 | $2,765+117.0% | $2,620+129.0% | $4,194+43.1% |
| Participant deferral / active EE | $4,650 | $4,374+6.3% | $4,084+13.9% | $6,396-27.3% |
| Admin fee / account holder | $3,416 | $5,262-35.1% | $5,098-33.0% | $12,562-72.8% |